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Original filing (PDF)20260310083203NAL0003517057001
IBEW LOCAL NO. 229 ANNUITY FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL NO. 229 ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
228
Accounts w/ balance
369
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.
- 39 bps in Schedule C fees — 141% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL NO. 229 ANNUITY FUND.
Plan sponsor
Name
IBEW LOCAL NO. 229 ANNUITY FUND
EIN
25-1624277
Address
PO BOX 1769 · SALEM, VA · 24153
Phone
(800) 552-6972
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 13-3646501 | — | NONE | $87K | — |
| CAP TRUST FINANCIAL ADVISORS | 26-0058143 | — | NONE | $40K | — |
| ODONONOGHUE & ODONOGHUE LLP | — | WASHINGTON, DC | NONE | $34K | — |
| LAWRENCE C. MUSGROVE ASSOCIATES | — | ROANOKE, VA | NONE | $31K | — |
| BARATZ & ASSOCIATES | — | MARLTON, NJ | NONE | $16K | — |
| FISCHER DORWART PC | 23-2247478 | — | NONE | $8K | — |
Investments
1 pooled fund· $933K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE STABLE VAL FD SERIES 25157 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $933K | 1.7% |